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CIP Quips

Rates & Retirement – A Power Struggle

What's in the News: In a recent NASDAQ article, a 59 year old man preparing for retirement remarked, “It's absolutely ridiculous how hard it is to generate income”. While we all continue to wait for higher interest rates, baby boomers and older retirees are thirsting for yield after spending roughly a decade waiting for a meaningful increase.... Read more »

Aspire to Retire?

Did you know… Even with the best of intentions, setbacks like a market crash, healthcare costs, a job loss, divorce, illness, or long-term care, can set your retirement savings back, which is why financial professionals advise clients to maximize retirement investments when they can. However, only 1/3 of Americans who have access to a 401(k) plan... Read more »

Too Conservative?

What’s in the news: Startling statistics from the March edition of the Employee Benefit Research Institute’s survey: 50% of American workers reported to have less than $25,000 saved for retirement 18% of American workers feel very confident about retiring, and six out of ten American workers feel very or somewhat confident about having enough... Read more »


The Roosevelt Investment Group, Inc. is an independent investment management firm that is not affiliated with any parent organization. The Roosevelt Investment Group, Inc. manages domestic equity, international equity, domestic fixed income, global fixed income, and balanced assets for primarily U.S. clients. The Roosevelt Investment Group, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission and notice filed in all 50 states.

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